How dmm started their other graphic design journey

Summary

I have a 3-pg document at http://www.portfoliopathway.com/fil…iagram.pdf. Pg 1 is a drawing that attempts to visually explain rolling up layers of accounts. Pg 2 is simply my logo (I'd like to keep this in mind when designing). Pg 3 is a document that will need to made into a thumbnail to be used within the graphic.

Company name

PortfolioPathway

What inspires you and how do you envision the design for your business?

What I am trying to get across is the following:

My system allows people to see reports at three levels.
- The lowest being the account level (Pershing account in my drawing)
- The second level (group level) rolls up data for any accounts in the lowest level (Dad's IRA in my drawing), or
- The highest level (Household in my drawing) rolls up data for any group(s) and/or single account(s) (Kids' 529 Account in my example) not in a group